Leonard Rickey Investment Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio XSD Stock Details XSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,479	Closed	-$416K	–	78
2018 Q3	$416K	Sell	5,479 -37	-0.7%	-$2.81K	0.3%	37
2018 Q2	$399K	Sell	5,516 -143	-3%	-$10.4K	0.3%	37
2018 Q1	$396K	Sell	5,659 -853	-13%	-$61.6K	0.31%	39
2017 Q4	$455K	Buy	+6,512	New	+$456K	0.35%	32

Other funds holding XSD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leonard Rickey Investment Advisors's XSD Position: Q4 2018 in Review

Leonard Rickey Investment Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q4 2018, closing a stake of 5,479 shares — an estimated $416K sold.

Leonard Rickey Investment Advisors first reported a position in XSD in Q4 2017 and held it in 4 quarters. The position peaked at $455K in Q4 2017. 64 funds tracked by Wall St. Rank hold XSD as of Q4 2018.

Leonard Rickey Investment Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q4 2018 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 5,479 State Street SPDR S&P Semiconductor ETF shares in Q4 2018, an estimated $416K.
Leonard Rickey Investment Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2017 and held it in 4 quarters.
Leonard Rickey Investment Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $455K in Q4 2017.
64 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2018.

Based on Leonard Rickey Investment Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.